CORE Feature

Order Management

Order Management

The order management feature of our SaaS product provides a seamless, end-to-end solution that covers every step of the process—from generating an initial quote to the final stage of fulfillment. This system is designed to streamline the sales + fulfillment cycle. 

As orders progress through the process queues, each responsible staff member can attend to the tasks in their specific queue. Users can effortlessly track customer details, assign specific sales representatives, and select the appropriate fulfillment types to suit varied business requirements. 

Additionally, the tool supports the management of creative assets such as artwork and proofs, ensuring that any necessary revisions are handled in a centralized system. This integration of creative and logistical components not only simplifies the workflow but also ensures that every aspect of the order is accurately aligned with customer expectations.

Beyond the creative and logistical stages, our order management solution robustly addresses the financial side of operations. The system generates invoices, tracks payments, and maintains a comprehensive record of financial transactions throughout the order’s lifecycle. 

This integrated approach provides transparency and control, allowing businesses to monitor their cash flow and reconcile payments with ease. Ultimately, the feature empowers organizations to manage their orders with confidence, offering a scalable and efficient solution that adapts to the evolving demands of the market.

CLIENT TESTIMONIALS

Don't take our word for it.

I did 149 invoices TODAY!! Without the QuickBooks integration, I would have been here until doomsday copy and pasting

Michelle Johnson
Michelle Johnson
TSI Promotionals

We are all hands on deck with production since the PromoSoft integration, and appreciate the customizations. THANK YOU!

Aaron Frahm
Aaron Frahm
Promotional Apparel LLC

We could not haved scaled without the PromoSoft system, it has been absolutely essential to our growth.

Doug Mays
Doug Mays
Trinity Custom Apparel
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